AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SM

Sofia I. Mayhew

P & M CORPORATE FINANCE
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 7566696
SM

Professional summary

Sofia Ioanna Mayhew, who also goes by Sofia Ioanna Mayhew, Sofia Mayhew, is a registered financial professional currently at P & M CORPORATE FINANCE, LLC located in Chicago, Illinois.

Sofia is registered as a RR (Registered Representative) and started their career in finance in 2023. Sofia has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sofia Ioanna Mayhew | Sofia Mayhew

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sofia Ioanna Mayhew's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 20, 2025 - Present

P & M CORPORATE FINANCE, LLC

Office #1: 10 South Riverside Plaza 9th Floor, Chicago, IL 60606
BD
CRD#: 129624
CHICAGO, IL
Past

September 18, 2023 - March 17, 2025

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(10/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/26/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/18/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

P&
P & M CORPORATE FINANCE, LLC
P & M CORPORATE FINANCE, LLC | PMCF

CRD#: 129624 / SEC#: , 8-66239

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Mailing Address
10 South Riverside Plaza 9th Floor, Chicago, IL 60606
Phone number
(312) 602-3583
Established
Michigan since 11/21/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PMCF HOLDING COMPANY, LLCOWNER
BARBER, PAMELA JOYCFO5489840
BARBER, PAMELA JOYPFO, POO, FINOP5489840
HART, JOHN DANIELMANAGING DIRECTOR, TREASURER AND SECRETARY, BOARD MEMBER4967611
JAMISON, MATTHEW GORDONMANAGING DIRECTOR, BOARD MEMBER, PRESIDENT4644597
MD HOLDCO, LLCMANAGING MEMBER
P & M HOLDING GROUP, LLPPARENT MEMBER
VIRKUS, BRADLEY WILLIAMBOARD MEMBER6826649
WAGNER, JOSEPH DONALDMANAGING DIRECTOR, BOARD MEMBER4749753
WISNIEWSKI, CAROLINE ELIZABETHCHIEF COMPLIANCE OFFICER1463513

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

P & M CORPORATE FINANCE, LLC

CRD#: 129624Chicago, IL 60606

TRUST BUT VERIFY

Monitor Sofia Mayhew

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics